Data rooms in Legatics are a secure, structured way to share transaction documents with complete control.

Built for modern legal work, they replace ad-hoc file sharing and unmanaged folder structures with a clear, numbered index, granular permissions, and full visibility over activity.

Whether you're running an M&A process, fundraising round or financing transaction, data rooms help you organise, control and share documents confidently

Transactions involve multiple parties, sensitive documents and constant updates. Shared drives and email attachments don’t provide the control or visibility required. Legatics data rooms give you:

Access to a matter does not automatically grant access to its data rooms. Users must be explicitly given permission to enter a data room, ensuring controlled access from the outset.

Setting up a data room is super simple, and you can make as many as you need!
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If you're a Matter Admin, press the Create button at the top right of a matter and select Data room. Enter a name for your data room and then get started.

Upload zip files or Excel folder structures to create a fully functioning data room within minutes.

Data rooms are only visible to Matter Admins when created. When you're ready, you can control who can View, Upload, Download or Edit at data room, folder or document level.

Data rooms use hierarchical numbering to maintain a clear and consistent document index. Numbering updates automatically as folders and documents are reordered, helping you preserve a professional, structured layout throughout the transaction.

Navigate, organise and manage documents within your data room.

Organise documents into folders, drag and drop items to move and reorder, preview files in the browser, and manage versions from the document sidebar.

Bulk actions allow you to perform certain tasks across multiple files or folders at once, helping you manage large document sets efficiently.

Download your data room index or document set for sharing, record-keeping or completion.

You can export an Excel version of your data room index at any time. This export reflects the folder and document structure but does not include activity data.

Export the full document set when required, for example at closing or completion.

Users with Download permission can download individual documents, specific folders, or earlier revisions of documents.

Manage additional administrative actions such as renaming, duplicating or deleting a data room.

Update the name of your data room to reflect the stage or purpose of the transaction. Names are limited to 100 characters.

You can duplicate a data room using the action in the More actions menu. Duplicating an existing data room reuses its structure and most recent document versions. This can be useful when preparing a variation of a document set while preserving the original as a "master" data room.

Delete a data room via the More actions menu when it is no longer required. Deleted data rooms cannot be recovered, so this action should be taken carefully.